BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 766,862 $101M 0.01% +63,480 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 631,279 $83.5M 0.02% +104,227 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 586,606 $77.6M <0.01% +44,097 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 340,176 $45M 0.01% +23,017 13F-HR Timeline Group Hancock Prospecting Pty Ltd More: the full row for Hancock Prospecting Pty Ltd 252,500 $33.4M 0.58% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 142,567 $18.9M <0.01% +111,713 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 129,434 $16.6M <0.01% +57,035 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 92,778 $12.3M +18,097 Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 92,614 $12.2M 0.01% -25,650 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 74,513 $9.85M 0.05% +4,412 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 66,299 $8.77M 0.01% +51,440 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 64,858 $8.58M <0.01% -12,933 13F-HR Timeline Group Wealthfront Advisers LLC More: the full row for Wealthfront Advisers LLC 64,574 $8.54M 0.02% +3,453 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 64,533 $8.53M 0.01% +5,281 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 64,038 $8.47M 0.02% +29,935 13F-HR Timeline THRYVE WEALTH MANAGEMENT LLC More: the full row for THRYVE WEALTH MANAGEMENT LLC 54,593 $7.22M 4.03% new 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 47,270 $6.25M 0.01% +3,331 13F-HR Timeline Group Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 44,369 $5.87M 1.14% +6,463 13F-HR Timeline UBS Group AG group of 2 filers holding More: the full row for UBS Group AG 43,684 $5.78M -1,173 Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 40,162 $5.31M 0.05% -3,320 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 39,632 $5.24M <0.01% new 13F-HR Timeline Group Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 36,797 $4.87M 0.01% +3,160 13F-HR/A Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35,830 $4.74M <0.01% +1,915 13F-HR Timeline Group BIP Wealth, LLC More: the full row for BIP Wealth, LLC 35,291 $4.67M 0.13% +4,382 13F-HR Timeline Paller Financial Services Inc More: the full row for Paller Financial Services Inc 33,877 $4.48M 3.35% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 33,586 $4.44M 0.11% +18,838 13F-HR Timeline Group Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 32,814 $4.34M 0.97% +11 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,988 $4.23M 0.13% +5,572 13F-HR Timeline Group Hutchens & Kramer Investment Management… More: the full row for Hutchens & Kramer Investment Management Group, LLC 31,049 $4.11M 1.1% +1,504 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 27,976 $3.7M 0.01% new 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 27,732 $3.67M 0.12% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 26,006 $3.44M <0.01% -2,116 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 22,796 $3.01M 0.02% new 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 20,568 $2.72M <0.01% +2,185 13F-HR Timeline Group Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 19,803 $2.62M -932 Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 17,972 $2.38M 0.01% +9,049 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 17,575 $2.32M 0.01% +6,141 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 17,541 $2.32M 0.55% +95 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,178 $2.14M <0.01% -2,134 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 15,622 $2.07M <0.01% +613 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 15,382 $2.03M <0.01% +410 13F-HR Timeline Group Atria Investments, Inc More: the full row for Atria Investments, Inc 15,302 $2.02M 0.02% +2,202 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 14,623 $1.93M <0.01% +3,861 13F-HR Timeline Group Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 14,615 $1.93M 0.23% -6,127 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 13,637 $1.8M 0.01% new 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 13,497 $1.78M +10,930 Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,943 $1.69M 0.08% +10,026 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 12,304 $1.63M 0.14% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 12,192 $1.61M 0.03% 0 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 10,684 $1.4M 0.06% +2,944 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 10,068 $1.33M <0.01% -2,102 13F-HR/A Timeline PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 9,880 $1.31M 0.01% -8,490 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 9,808 $1.3M 0.07% +213 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 9,654 $1.28M 0.02% +8,886 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,263 $1.27M <0.01% +1,777 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 9,067 $1.2M 0.02% +440 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 8,907 $1.18M 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 8,874 $1.17M <0.01% +886 13F-HR Timeline Group Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 8,669 $1.15M 0.95% -98 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 8,399 $1.11M 0.03% +533 13F-HR Timeline JOHNSON INVESTMENT COUNSEL INC More: the full row for JOHNSON INVESTMENT COUNSEL INC 7,914 $1.05M 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,832 $1.04M 0.01% +1,546 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 7,423 $981K 0.2% +205 13F-HR Timeline Turner Financial Group, Inc. More: the full row for Turner Financial Group, Inc. 7,292 $964K 0.96% 13F-HR Timeline OPPENHEIMER ASSET MANAGEMENT INC. group of 2 filers holding More: the full row for OPPENHEIMER ASSET MANAGEMENT INC. 7,159 $947K -57 Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,968 $921K 0.02% 0 13F-HR Timeline Group Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 6,795 $898K 0.04% +1,883 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 6,773 $895K 0.25% -4 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 6,561 $867K 0.02% +2,643 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 6,500 $859K <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 6,429 $850K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 6,403 $847K <0.01% +2,032 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 6,320 $836K <0.01% new 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 5,964 $789K 0.03% +158 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 5,931 $784K 0.02% -1,384 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,616 $743K <0.01% +2,815 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 5,589 $739K <0.01% +2,988 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 5,498 $727K 0.01% +2,563 13F-HR Timeline Group Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 5,432 $718K 0.27% 0 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 5,398 $714K <0.01% -40 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 5,381 $711K <0.01% +2,497 13F-HR Timeline Group Tacita Capital Inc More: the full row for Tacita Capital Inc 5,355 $708K 0.38% +605 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 5,333 $705K 0.36% new 13F-HR Timeline Antonelli Financial Advisors, LLC More: the full row for Antonelli Financial Advisors, LLC 5,224 $691K 0.47% -289 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 5,159 $682K 0.02% -54 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 5,111 $676K 0.03% +172 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 5,090 $673K 0.07% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 5,084 $672K 0.09% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 5,019 $664K <0.01% +13 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 4,977 $658K 0.06% +1,108 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,948 $654K <0.01% -624 13F-HR Timeline ARWA LLC More: the full row for ARWA LLC 5,436 $642K 0.27% +2,924 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 4,797 $634K 0.11% +2,774 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 4,737 $626K <0.01% +603 13F-HR Timeline Group Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 4,606 $609K <0.01% +442 13F-HR Timeline Group COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 4,538 $584K 0.19% +139 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 4,417 $584K 0.1% +2,633 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 4,391 $581K 0.01% +475 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,189 $554K 0.02% -32 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 4,186 $553K 0.01% -179 13F-HR Timeline One Capital Management, LLC More: the full row for One Capital Management, LLC 4,685 $527K 0.01% 0 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 3,979 $526K 0.01% 0 13F-HR Timeline Group Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3,936 $520K 0.06% +1,691 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 3,767 $498K 0.01% -54 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,689 $488K 0.03% +96 13F-HR Timeline SAXON INTERESTS, INC. More: the full row for SAXON INTERESTS, INC. 3,687 $487K 0.13% -2,092 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 3,641 $481K 0.02% -323 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 3,615 $478K 0.01% -202 13F-HR Timeline Group Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 3,557 $470K 0.02% new 13F-HR Timeline REYL & Cie S.A. More: the full row for REYL & Cie S.A. 4,060 $458K 0.53% 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,374 $446K 0.04% +1,341 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 3,346 $442K 0.27% -104 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,238 $428K 0.01% +136 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 3,228 $427K 0.02% -85 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 3,196 $423K <0.01% new 13F-HR/A Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,167 $419K 0.01% -3,227 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 3,150 $416K <0.01% 0 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 3,109 $411K 0.27% -158 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 3,488 $408K 0.01% +1,572 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,075 $407K 0.02% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 3,057 $404K 0.01% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 2,979 $394K 0.01% +454 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,926 $387K 0.08% -65 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 2,924 $375K 0.02% +623 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,810 $372K <0.01% 0 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 2,800 $370K 0.08% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,713 $359K 0.02% -85 13F-HR Timeline Group Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 2,709 $358K 0.09% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 2,703 $357K 0.05% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 2,702 $357K 0.01% +169 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 2,688 $355K <0.01% -75 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 2,638 $349K 0.01% +109 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 2,633 $348K 0.13% +76 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 2,557 $338K 0.18% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 2,530 $334K 0.03% new 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,520 $333K 0.01% new 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 2,491 $329K <0.01% +468 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 2,485 $329K <0.01% 0 13F-HR Timeline Group Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 2,662 $326K 0.22% +640 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,399 $317K <0.01% +28 13F-HR Timeline GERBER, LLC More: the full row for GERBER, LLC 2,337 $309K 0.15% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 2,327 $308K 0.06% 0 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,324 $307K <0.01% new 13F-HR Timeline Group Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,295 $303K 0.15% new 13F-HR Timeline TUDOR INVESTMENT CORP ET AL More: the full row for TUDOR INVESTMENT CORP ET AL 2,283 $302K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 2,200 $291K <0.01% 0 13F-HR Timeline Group Owen LaRue, LLC More: the full row for Owen LaRue, LLC 2,165 $286K 0.1% new 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 2,165 $286K 0.02% 0 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 2,148 $284K 0.03% -30 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,127 $281K <0.01% -29 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 2,126 $281K <0.01% new 13F-HR Timeline Group Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 2,125 $281K <0.01% 0 13F-HR Timeline Bridgewealth Advisory Group, LLC More: the full row for Bridgewealth Advisory Group, LLC 2,040 $270K 0.05% -359 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 2,039 $270K 0.01% +25 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,032 $269K <0.01% +150 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,006 $265K 0.01% -55 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,999 $264K 0.16% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 2,000 $264K 0.05% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,950 $258K <0.01% 0 13F-HR Timeline Group PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 1,944 $257K <0.01% 0 13F-HR Timeline Group Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 1,915 $253K 0.03% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,911 $253K 0.01% new 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 1,880 $249K 0.01% -9 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 2,165 $245K <0.01% 0 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 1,841 $243K 0.09% -61 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 1,772 $234K 0.09% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 1,750 $231K 0.05% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,749 $231K 0.04% +30 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 1,730 $229K 0.01% -500 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 1,706 $226K 0.02% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,689 $223K 0.07% -1,926 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,686 $223K 0.01% new 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 1,685 $223K 0.01% new 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 1,680 $222K 0.04% new 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 1,677 $222K 0.1% new 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 1,643 $217K 0.01% new 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 1,625 $215K 0.15% new 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 1,601 $212K 0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,576 $208K <0.01% +26 13F-HR Timeline Group Compass Financial Group, INC/SD More: the full row for Compass Financial Group, INC/SD 1,574 $208K 0.02% new 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 1,551 $205K 0.02% new 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,539 $204K 0.01% -160 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 1,529 $202K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,525 $202K <0.01% 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 1,430 $189K <0.01% +130 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,283 $170K <0.01% -603 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,123 $148K <0.01% -10 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,067 $141K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,001 $132K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,000 $132K 0.08% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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